ENGLEWOOD, N.J., May 13, 2025 /PRNewswire/ -- Pathstone, a nationally recognized advisory firm providing bespoke family office services and investment advice to ultra-high net worth families, received ...

ENGLEWOOD, NJ / ACCESSWIRE / November 14, 2024 / Pathstone, a nationally recognized advisory firm offering highly customized investment advice and bespoke family office services focused on the ...

Pathstone, a giant Englewood, N.J., registered investment advisor focused on family offices and the ultra-high-net-worth client, has hired industry veteran Eddie Brown as chief growth officer, the ...

Pathstone will acquire Austin, Texas–based Price Wealth, an independent wealth advisor with $1.4 billion in client assets, the companies announced. The acquisition gives Pathstone, an independently ...

Pathstone, a private equity-backed, multifamily office based in Englewood, N.J., has hired Eddie Brown as its chief growth officer, a newly created position. Brown joins from Schwab Advisor Services, ...

One of the largest fee-only registered investment advisory firms will top $80 billion in assets after the closing of its latest billion-dollar deal. "The strategic plan is to try to become the family ...

Multifamily office Pathstone will pass $100 billion in client assets under advisement with its largest deal of the year to acquire a firm managing about $75 million per client household. "To be a true ...

Pathstone announced today that it is buying Veritable, one of the first multifamily offices in the country built to serve the ultra-rich. The acquisition is part of an effort by the Englewood, ...

ENGLEWOOD CLIFFS, N.J.--(BUSINESS WIRE)--Pathstone (“the Company”), a leading Registered Investment Advisory (RIA) firm with over $15 billion in assets under advisement as of end of September 2019, ...

Englewood-based Pathstone appointed Eddie Brown as its first chief growth officer to fuel the investment advisory firm’s expansion. In his new role, Brown will lead Pathstone’s growth strategy and ...

If you asked Pathstone’s Kevin Casey to talk about a wealth management trend he embodies, it would be mergers & acquisitions. The managing director of the RIA’s corporate development and strategy ...

The acquisition will add more than 200 clients, who average $75 million in assets each, and bring Pathstone’s assets under advisement and administration to more than $100 billion. Wealth manager ...